PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $163M
1-Year Est. Return 13.11%
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$734K
3
+$500K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$489K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$319K

Top Sells

1
+$1.59M
2
+$841K
3
+$686K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$515K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$441K

Sector Composition

1 Financials 24.26%
2 Technology 4.05%
3 Energy 3.9%
4 Consumer Staples 3.86%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,870
102
– –
-5,156
103
– –
-4,880
104
– –
-13,156
105
– –
-6,064
106
– –
-20,412
107
– –
-3,454
1 2 3 4
5